PAS
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PKS Advisory Services’s Lockheed Martin LMT Stock Holding History

PKS Advisory Services’s Portfolio LMT Stock Details LMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,146
Closed -$554K – 249
2025
Q4 		$554K Buy
1,146
+147
+15% +$70.3K 0.13% 147
2025
Q3 		$499K Buy
999
+108
+12% +$49K 0.1% 152
2025
Q2 		$413K Sell
891
-25
-3% -$11.7K 0.1% 169
2025
Q1 		$409K Buy
916
+118
+15% +$54.3K 0.11% 151
2024
Q4 		$388K Buy
+798
New +$435K 0.1% 165

Other funds holding LMT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PKS Advisory Services's LMT Position: Q1 2026 in Review

PKS Advisory Services sold out of Lockheed Martin (LMT) in Q1 2026, closing a stake of 1,146 shares — an estimated $554K sold.

PKS Advisory Services first reported a position in LMT in Q4 2024 and held it in 5 quarters. The position peaked at $554K in Q4 2025. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • PKS Advisory Services reported no remaining Lockheed Martin position as of Q1 2026 after selling out during the quarter.
  • PKS Advisory Services sold 1,146 Lockheed Martin shares in Q1 2026, an estimated $554K.
  • PKS Advisory Services first reported a position in Lockheed Martin in Q4 2024 and held it in 5 quarters.
  • PKS Advisory Services's Lockheed Martin position peaked at $554K in Q4 2025.
  • 2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on PKS Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.